Investing Topics: Natural Gas
Kinder’s Message: Midstream is Healthy Again
By
Roger S. Conrad on
Oct. 19, 2018
Kinder Morgan Inc (NYSE: KMI) is gathering strength and holds favorable portents for the rest of the sector, but remains largely unappreciated by investors.
It’s Not Time to Dump Duke
By
Roger S. Conrad on
Sep. 22, 2018
Duke Energy (NYSE: DUK) is facing challenges in the wake of Hurricane Florence, but its overall performance is hard to fault.
Time to Buy China, Safely
By
Roger S. Conrad on
Sep. 13, 2018
China is a country many Americans love to hate, whether the subject is geopolitical rivalry, trade or jobs. But the world’s second largest economy is consistently expanding.
More Utility M&A
By
Roger S. Conrad on
Jun. 15, 2018
Just three days after beating a US Department of Justice lawsuit, Conservative Holding AT&T Inc (NYSE: T) has closed its merger with Time Warner Inc (NYSE: TWX). The combined company will now attempt to do what fellow Portfolio recommendation Comcast Corp (NSDQ: CMCSA) has so successfully with NBC Universal the past four years.
Rumble Down Under: The Battle over AGL Energy’s Liddell Power Plant
By
Roger S. Conrad on
Oct. 12, 2017
Rising electricity and natural-gas prices in Australia have padded AGL Energy's bottom line and contributed to tensions surrounding the company's long-standing plan to close the Liddell coal-fired power plant in 2022.
Politics vs Economics: Wholesale Changes?
By
Roger S. Conrad on
Oct. 8, 2017
The Trump administration has pushed several policies that could shake up domestic electricity markets. Of these initiatives, the Dept of Energy’s proposed subsidies for merchant coal-fired power plants and nuclear reactors would radically change the existing market dynamics. We evaluate the investment risks and opportunities created by these shifts.
A Large-Cap Utility with Multiple Growth Drivers
By
Roger S. Conrad on
Oct. 7, 2017
This large-cap utility offers exposure to multiple upside drivers and trades at a reasonable valuation.
The Future is Electric
By
Roger S. Conrad on
Jul. 9, 2017
Tough talk from the Trump administration doesn’t change the economic factors driving massive changes in the US energy landscape. Regulated utilities appear particularly well-positioned to profit from this epic transition.
10 Powerful Growth Trends for Essential-Service Stocks in 2017
By
Roger S. Conrad on
Dec. 11, 2016
These 10 trends should drive outperformance for investors who play them the right way.
Safety Lags in Risk-On Environment
By
Roger S. Conrad on
Jul. 10, 2016
When the risk-off trade inevitably comes back in vogue, expect this defensive master limited partnership to benefit from the flight to quality.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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